Stock Taper 
INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CoreCivic, Inc. | CXW | 100K | $3.04M |
 Arrow Electronics, Inc. | ARW | 90K | $19.21M |
 Diodes Incorporated | DIOD | 90K | $9.85M |
 Flex Ltd. | FLEX | 90K | $14.59M |
 Iron Mountain Incorporated | IRM | 84.52K | $10.68M |
 ACM Research, Inc. | ACMR | 80K | $10.15M |
 Louisiana-Pacific Corporation | LPX | 70K | $5.51M |
 Arm Holdings plc American Depositary Shares | ARM | 69.27K | $24.56M |
 Corning Inc | GLW | 69.12K | $17.66M |
 Primoris Services Corporation | PRIM | 68.72K | $6.81M |
 VSE Corporation | VSEC | 65.48K | $14.96M |
 Tradeweb Markets Inc. | TW | 63.47K | $6.32M |
 Amazon.com, Inc. | AMZN | 50K | $11.92M |
 Old Dominion Freight Line, Inc. | ODFL | 48.61K | $10.53M |
 Better Home & Finance Holding Company | BETR | 47.16K | $1.3M |
 Celestica Inc. | CLS | 44.33K | $16.17M |
 Granite Construction Incorporated | GVA | 40.08K | $6.34M |
 Modine Manufacturing Company | MOD | 40K | $10.68M |
 Onto Innovation Inc. | ONTO | 40K | $15.14M |
 LCI Industries | LCII | 40K | $4.24M |